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Invesco S&P 500 Low Volatility ETF
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Overview Fund Activity

568 hedge funds and large institutions have $4.29B invested in Invesco S&P 500 Low Volatility ETF in 2021 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 133 increasing their positions, 280 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
568
Holders Change
-24
Holders Change %
-4.05%
% of All Funds
10%
Holding in Top 10
26
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-16.13%
% of All Funds
0.46%
New
42
Increased
133
Reduced
280
Closed
59
Calls
$3.24M
Puts
$2.67M
Net Calls
+$565K
Net Calls Change
-$14.2M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$528M
2
AWM
AE Wealth Management
Kansas
$55.4M
3
Two Sigma Investments
Two Sigma Investments
New York
$98.2M
4
HSBC Holdings
HSBC Holdings
United Kingdom
$32.1M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$22.1M

Top Sellers

1
Charles Schwab
Charles Schwab
California
$92.7M
2
PI
PFS Investments
Georgia
$0
3
Bank of America
Bank of America
North Carolina
$314M
4
Ameriprise
Ameriprise
Minnesota
$94.3M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$6.73M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIG
401
Sargent Investment Group
Maryland
$266K – – –
MCWS
402
McKinley Carter Wealth Services
West Virginia
$266K +$3.55K +61 +1%
WC
403
Wealth CMT
New Jersey
$264K -$478K -8,235 -64%
JCM
404
Jacobi Capital Management
Pennsylvania
$264K -$6.68K -115 -2%
CC
405
Courier Capital
New York
$263K -$23.8K -410 -8%
APW
406
Aurora Private Wealth
New Jersey
$262K -$6.05K -104 -2%
S
407
SignatureFD
Georgia
$260K -$2.28M -39,262 -90%
CWM
408
Collaborative Wealth Management
Florida
$260K +$260K +3,875 New
RSWM
409
Robertson Stephens Wealth Management
California
$258K – – –
TWM
410
Titus Wealth Management
California
$258K +$233 +4 +0.1%
PMFA
411
Plante Moran Financial Advisors
Michigan
$257K +$40.3K +693 +19%
VST
412
Van Strum & Towne
California
$257K +$257K +4,427 New
SMFG
413
Sumitomo Mitsui Financial Group
Japan
$255K -$21.2K -365 -8%
BFA
414
Beacon Financial Advisory
Ohio
$254K +$254K +4,365 New
CC
415
Cassaday & Co
Virginia
$252K -$652K -11,203 -72%
CWA
416
Centennial Wealth Advisory
Michigan
$252K +$252K +4,338 New
TC
417
Telemus Capital
Michigan
$251K -$110K -1,857 -30%
CWP
418
CFM Wealth Partners
Texas
$251K – – –
EDRH
419
Edmond de Rothschild Holding
Switzerland
$246K – – –
MCM
420
MAI Capital Management
Ohio
$242K +$242K +4,161 New
CPFP
421
Clear Perspectives Financial Planning
Ohio
$241K – – –
WCF
422
West Coast Financial
California
$238K +$17.2K +296 +8%
PFM
423
Parsec Financial Management
North Carolina
$235K +$235K +4,035 New
NDSI
424
Newman Dignan & Sheerar Inc
Rhode Island
$234K -$12.1K -209 -5%
Lido Advisors
425
Lido Advisors
California
$233K -$136K -2,327 -37%
15 16
17
18 19